In Deficit Dilemma, Pain Looms for Middle Class
The national deficit is too great for entitlement programs like Social Security and Medicare to escape unharmed. That means an impact is...
The Murdoch Discount
Dan Gross lays out the details of the huge, embarrassing, 50% discount to value that that News Corp properties are suffering under the...
10 Monday Afternoon Reads
Some interesting reading material for your afternoon pleasure: • Wall Street’s Euthanasia of Industry (Michael Hudson) • Mastering...
Sean Egan on Credit Constraints
Insight on the credit situations in Europe and the U.S., with Sean Egan, Egan-Jones Ratings Company and Alison Deans, former Neuberger...
Market Capitalization (NYSE + Nasdaq) as %GDP
I always find these charts instructive in terms of where we are over the longer cycle in terms of valuation relative to economic activity...
FusionIQ Redesign & Free T/A Stock Screens
We’ve been doing a lot of behind the scenes tweaks to FusionIQ, and there are some wicked cool features coming in the fall....
Ritholtz Rates Bernanke
Barry Ritholtz, author of Bailout Nation, says Fed Chairman Ben Bernanke is in danger of adopting the worst policies of his predecessor...
Do Credit Bubbles Leave Behind Any Value?
My Sunday WP column, titled Note to investors: It takes longer to bounce back from a credit crisis, led to an excellent question that I...
S&P Threatens To Downgrade Everything
Media coverage of S&P downgrade threat; • Reuters – S&P threatens downgrade of U.S. financial companies Standard &...
Stress test breeds more fear than comfort
Instead of garnering more confidence, the European bank stress tests spurred more concerns. This is not because only 8 banks failed, but...